TORVANTA
Consumer Discretionary · S&P 500 · data as of 2026-10-05

RL stock analysis: Ralph Lauren

Ralph Lauren (RL) is an S&P 500 company in Apparel, Accessories & Luxury Goods. It grades strongest on growth.

The model's view of RL · subscribers

Where RL ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with RL · updated 2026-10-05 · from prices and SEC filings

RL price performance

RL against the S&P 500, one year
+0%+20%RL +20%S&P 500 +18%2025-09-292026-10-05
Year to date+4.2%S&P 500 +14.5% · behind by 10.3 pts
1 year+14.8%S&P 500 +17.0% · behind by 2.2 pts
3 years+239.9%S&P 500 +89.3% · ahead by 150.6 pts
5 years+237.4%S&P 500 +91.3% · ahead by 146.1 pts

Total returns with dividends reinvested.

RL factor grades

Each grade compares RL with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

CValueP/E 23.0x (sector 18.9x)FCF yield 5.9% (sector 5.3%)
A-GrowthRevenue growth +15% (sector +6%)EPS growth +27% (sector +5%)
BProfitabilityOperating margin 14.9% (sector 15.4%)ROIC 44.1% (sector 29.5%)
BMomentum12-month change +15%From 52-wk high -11%

RL in plain numbers

RL key statistics

SectorConsumer Discretionary
IndustryApparel, Accessories & Luxury Goods
IndexS&P 500
Market value$22.4B
Revenue growth (y/y)+15%
Free-cash-flow yield5.9%
Dividend yield1.1%
Next earnings (expected)2026-11-05
Valuation measures
Market value$22.4B
Enterprise value$21.9B
P/E (trailing)23.0x
Forward P/E (Torvanta estimate)21.2x
PEG (Torvanta estimate)2.52
Price / sales2.7x
Price / book8.2x
EV / revenue2.6x
EV / EBITDA14.8x
Financial highlights
Revenue, last 12 months$8.4B
Net income, last 12 months$1.0B
EPS, last 12 months (GAAP)$15.87
Gross margin70.3%
Operating margin14.9%
Net margin11.8%
Return on equity37.5%
Return on invested capital44.1%
Cash$1.7B
Total debt$1.2B
Debt / equity0.46x
Interest cover22.4x
Current ratio2.04x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

RL earnings trends

Revenue vs earnings
$0$601.5M$1.2B$1.8B$2.4BSep 2024 Revenue: $1.7BDec 2024 Revenue: $2.1BMar 2025 Revenue: $1.7BJun 2025 Revenue: $1.7BSep 2025 Revenue: $2.0BDec 2025 Revenue: $2.4BMar 2026 Revenue: $2.0BJun 2026 Revenue: $2.0BSep 2024 Net income: $147.9MDec 2024 Net income: $297.4MMar 2025 Net income: $129.0MJun 2025 Net income: $220.4MSep 2025 Net income: $207.5MDec 2025 Net income: $361.6MMar 2026 Net income: $151.6MJun 2026 Net income: $262.2MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 8.6%Net margin: 13.9%Net margin: 7.6%Net margin: 12.8%Net margin: 10.3%Net margin: 15.0%Net margin: 7.7%Net margin: 13.4%0%8%15%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$1.5$2.9$4.4$5.8Sep 2024 EPS (GAAP, diluted): $2.3Dec 2024 EPS (GAAP, diluted): $4.7Mar 2025 EPS (GAAP, diluted): $2.0Jun 2025 EPS (GAAP, diluted): $3.5Sep 2025 EPS (GAAP, diluted): $3.3Dec 2025 EPS (GAAP, diluted): $5.8Mar 2026 EPS (GAAP, diluted): $2.5Jun 2026 EPS (GAAP, diluted): $4.3Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +44% · Dec 2025 +25% · Mar 2026 +20% · Jun 2026 +22%

From the company's 10-Q and 10-K filings with the SEC.

Ralph Lauren financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$6.2B$6.4B$6.6B$7.1B$8.1B
Net income$600.1M$522.7M$646.3M$742.9M$941.1M
EPS (GAAP)$8.07$7.62$9.74$11.62$15.11
Free cash flow$549.0M$193.5M$904.9M$1.0Bn/a

RL earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-06$4.28+22%+14%+3.4%
2026-05-21$2.45+20%+17%+14.1%
2026-02-05$5.82+25%+12%-4.0%
2025-11-06$3.32+44%+16%+3.4%
2025-08-07$3.52+35%+14%-5.5%
2025-05-22$2.04+46%+8%+0.7%

About Ralph Lauren

HeadquartersNew York, NY
Industry (SEC code)Men'S & Boys' Furnishgs, Work Clothg, & Allied Garments
Fiscal year endsMarch 28
Incorporated inDE
Listed onNYSE
FormerlyPOLO RALPH LAUREN CORP

From the company's SEC registration record.

Companies similar to RL

CompanyMarket valueP/ERevenue growthOperating margin12-month change
RL Ralph Lauren$22.4B23.0x+15%14.9%+15%
TPR Tapestry$23.3B16.0x+14%23.9%+3%compare
NKE Nike$50.3B16.2x+0%n/a-51%compare
LULU Lululemon$9.8B7.7x+2%17.8%-47%compare

All Consumer Discretionary stock ratings

Frequently asked questions

Is RL stock a buy?

Torvanta does not tell individuals what to buy. Its grades for RL are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is RL's P/E ratio?

RL trades at about 23.0 times its last 12 months of GAAP earnings reported to the SEC, and about 21.2 times Torvanta's own estimate of the next 12 months.

When does RL report earnings next?

Based on its filing history, Torvanta expects Ralph Lauren to report around 2026-11-05.

Does RL pay a dividend?

Yes. Its dividend yield is about 1.1%, and it has raised its dividend 5 years in a row.

How has RL performed against the S&P 500?

Over the past year RL returned +14.8%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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